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06119
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Member since ‎Jan 6, 2021
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Adam Price

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nina on March 10, 2017
Auto Rotate, ability to mark user as on vacation or sick to remove/skip them in workflow
We have a pretty big sales team and we require them to respond to leads quickly to them being received. If a lead sits without a response for more than 15 minutes we are not doing our work the way we would like. We use a handful of workflows to dist read more
Reply Idea Workflows
160 upvotes
67 Replies
06119
Member
August 20, 2021
Yes this would be useful, we use Timetastic to plan holidays which is connected to outlook, for this I would suggest that each user profile has an "a...read more
SMA on May 25, 2020
Make the properties your team sees when creating deals or tickets pipeline specific
Ourselves and many of our customers have multiple Deals and Ticket Pipelines. Both Deals and Tickets might need different information required in the different Pipelines they belong to. For example if your sales teams sell to completly differe read more
Reply Idea Deals
34 upvotes
14 Replies
06119
Member
August 18, 2021
I second this, I have to have a huge list of options that are not relevant to some pipelines
karinamariotti on November 02, 2018
Future Rolling Date Range
The sales team needs to be able to view a report that shows upcoming close dates for deal in particular stages. Ideally, it would be a report that would show the NEXT 120 days. Currently, the only options for rolling date ranges are for the L read more
Reply Idea Contacts & Companies Sales Reporting
186 upvotes
70 Replies
06119
Member
July 06, 2021
Same issue, I'm having to build custom fields and workflows for everything that I want to see in the future, not ideal.
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